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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1951
Dupont Capital Management
Delaware
$299K -$420K -12,308 -51%
VWM
1952
Vigilare Wealth Management
Arizona
$299K -$96.2K -2,821 -20%
SCM
1953
Sterneck Capital Management
Missouri
$299K – – –
NF
1954
Norwood Financial
Pennsylvania
$298K +$648 +19 +0.2%
OC
1955
Oarsman Capital
Wisconsin
$298K +$1.94K +57 +0.5%
GWANC
1956
Guardian Wealth Advisors (North Carolina)
North Carolina
$298K +$4.67K +137 +1%
CI
1957
Cordant Inc
Oregon
$298K +$6.58K +193 +2%
BFO
1958
Biltmore Family Office
North Carolina
$297K +$6.75K +198 +2%
DAM
1959
Doheny Asset Management
California
$297K +$393K +11,540 New
VAM
1960
Verity Asset Management
North Carolina
$297K +$393K +11,524 New
BLAM
1961
Bourne Lent Asset Management
New York
$296K – – –
HCMT
1962
Highland Capital Management (Tennessee)
Tennessee
$296K – – –
VST
1963
Van Strum & Towne
California
$296K – – –
SWA
1964
Sax Wealth Advisors
New Jersey
$295K +$170 +5 +0%
CBT
1965
CoreFirst Bank & Trust
Kansas
$293K -$58.3K -1,710 -13%
KCPG
1966
Kavar Capital Partners Group
Kansas
$293K -$1.67K -49 -0.4%
LOAMS
1967
Lombard Odier Asset Management (Switzerland)
Switzerland
$292K -$729K -21,395 -65%
FIM
1968
Fruth Investment Management
Texas
$292K -$3.41K -100 -0.9%
BAM
1969
Byrne Asset Management
New Jersey
$291K -$301K -8,835 -44%
SW
1970
SkyOak Wealth
Michigan
$290K +$63.1K +1,850 +20%
BW
1971
Bison Wealth
Georgia
$290K +$67.3K +1,975 +21%
BFG
1972
Barber Financial Group
Kansas
$289K +$382K +11,214 New
GAG
1973
GM Advisory Group
New York
$288K -$45.9K -1,346 -11%
LFA
1974
Landmark Financial Advisors
Kentucky
$288K +$15.8K +463 +4%
MLA
1975
My Legacy Advisors
Oregon
$288K +$109K +3,206 +41%
77 78
79
80 81